Is there a way to change the E-mail sequence on my funnel?

BGadmin December 2, 2021

1 Min Read

Amy Pulver asked us, “Question. Is there a way to change the E-mail sequence on my funnel? I want to leave out a couple of the e-mails.” “There sure is! Go to Marketing >> Campaigns inside your Agent CRM account and search for the Giveaway…

Campaign, Email

Is there a way to schedule a meeting with a client outside of the “normal” calendar availability?

BGadmin December 2, 2021

1 Min Read

Larry Gatz asked us, “Is there a way to schedule a meeting with a client outside of the “normal” calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact> crate appointment” “You can schedule appointments outside…

Calendar

The info from custom fields shows up in Agent CRM, but its not being included in the SMS trigger. Please help.

BGadmin December 2, 2021

1 Min Read

Dan Vader asked us, “Hey Guys I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today its not functioning properly. I have a Trigger that sends me an SMS with the…

Phone and Text, Triggers

What are some other gift card sites other than creative marketing?

BGadmin December 2, 2021

1 Min Read

Dan Garbarz asked us, “what are some other gift card sites other than creative marketing?” “Are you looking for places to buy gift cards and deliver those gift cards to the consumer? If you’re looking for “discount” cards, I only know of CMI If you’re…

Campaign

I just did a FB ad. Not through the CRM. Should I stop it & redo it from the CRM?

BGadmin December 2, 2021

1 Min Read

Sandra Quinn-Bailey asked us, “I just did a FB ad. Not through the CRM😩. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the CRM?…

Facebook, Software

Is there a way to send a voicemail to people via a trigger?

BGadmin December 2, 2021

1 Min Read

Cecily Nicole Gaither asked us, “Is there a way to send a voicemail to people via a trigger?” “Here’s a quick video explaining the steps for that: https://www.loom.com/share/249b3f90c65e4247a49c422709f0c1c5“

Triggers

I just connected my domains and already have a website Running. I tried forwarding the domain with in GoDaddy but it still gives me this error. Any advice?

BGadmin December 2, 2021

1 Min Read

Julio C Garcia asked us, “Hey 👋 I just connected my domains and already have a website Running although I would prefer to use the main url with out the /home. I tried forwarding the domain with in GoDaddy but it still gives me this…

Software

Is there a way to import an html email as a template?

BGadmin December 2, 2021

1 Min Read

Larry Gatz asked us, “Is there a way to import an html email as a template? I have exported them from mailchimp.” “This is possible! You can go to Marketing > Emails, then click the button in the top, left-hand corner to create a new…

What is the benefit of buying a domain name for my giveaway funnel?

BGadmin December 2, 2021

1 Min Read

Kendall Kuehnert asked us, “Quick Question: What is the benefit of buying a domain name for my giveaway funnel? Thanks for the responses ahead of time!” “We recommend buying a domain so that you can set up your domain with Facebook and track how many…

Campaign, Facebook

How to transfer from client to a 3 way call with carrier?

BGadmin December 2, 2021

1 Min Read

Robert Burns asked us, “how to transfer from client to a 3 way call with carrier?” “While on the call with the 1st number you’ve dialed, you will click “Warm Transfer.” Then, you will dial your 2nd number. After they answer, you will click “Patch…

Phone and Text

Page 1 of 17 Next

Is there a way to change the E-mail sequence on my funnel?

Is there a way to change the E-mail sequence on my funnel?

Is there a way to schedule a meeting with a client outside of the “normal” calendar availability?

Is there a way to schedule a meeting with a client outside of the “normal” calendar availability?

The info from custom fields shows up in Agent CRM, but its not being included in the SMS trigger. Please help.

The info from custom fields shows up in Agent CRM, but its not being included in the SMS trigger. Please help.

What are some other gift card sites other than creative marketing?

What are some other gift card sites other than creative marketing?

I just did a FB ad. Not through the CRM. Should I stop it & redo it from the CRM?

I just did a FB ad. Not through the CRM. Should I stop it & redo it from the CRM?

Is there a way to send a voicemail to people via a trigger?

Is there a way to send a voicemail to people via a trigger?

I just connected my domains and already have a website Running. I tried forwarding the domain with in GoDaddy but it still gives me this error. Any advice?

I just connected my domains and already have a website Running. I tried forwarding the domain with in GoDaddy but it still gives me this error. Any advice?

Is there a way to import an html email as a template?

Is there a way to import an html email as a template?

What is the benefit of buying a domain name for my giveaway funnel?

What is the benefit of buying a domain name for my giveaway funnel?

How to transfer from client to a 3 way call with carrier?

How to transfer from client to a 3 way call with carrier?

Calendar & Appointments

How do you automatically move through calls?

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